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Configure Success Snapshots 2.0 Template


This article explains how to configure Success Snapshot templates, using Success Snapshot 2.0, for CSMs to use in their Business Review meetings. This feature allows you to create slides using your own pptx (potentially with multiple layouts and elements) as templates, and then add various Gainsight reports wherever needed.


  • You will also see the earlier version of Success Snapshot in the Administration pane, both features can be used in parallel with each other. But, Gainsight strongly recommends you to use Success Snapshots 2.0 as a primary method for creating Success Snapshot template.

To learn more about the benefits and use cases of this feature, refer to the Overview of Success Snapshots 2.0 article.


Before you configure Success Snapshots 2.0, make sure that you enable the following:

  1. Navigate to Administration > MDA Services > Matrix Data Architecture Settings.
  2. Click Edit.
  3. Select Matrix Data Architecture Connection, Exporting services, and Success Snapshot checkboxes.
  4. Click Save.

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Create A New Success Snapshot 2.0 Template

To create a new Success Snapshot template, as per your business requirement, follow the below sub-steps:

  1. Navigate to Administration > Success Snapshots 2.0. You will see a list of Success Snapshot templates, if you have already created some. You can either Edit, Delete or Clone the existing templates, if required.

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  1. Click + SUCCESS SNAPSHOT TEMPLATE, to create a new one. A new window called Create Success Snapshot Template appears.

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  1. Enter the following details:
  • Name: Success Snapshot Name
  • Design for: Select Account or Relationship (as required)
  • Description:  Success Snapshot Description (Optional)
  1. Click CREATE. You will be navigated to the Repository screen where you can select or upload a PPTX.

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Upload or Select PPTX file

On this screen, you will two sections:

  • Repository: is the location where all the templates uploaded until now are stored. You can pick a PPTX from a list of templates in the repository.
  • Browse Files: allows you to choose your PPTX from your computer.

5. Repository.png

  1. Click Browse Files, if you wish to upload your own PPTX.
  2. Select the PPTX file from your computer. You may have to wait for few seconds until your business deck gets prepared and analyzed for you to make the changes.

    Note: The maximum size of the PPTX file you can upload to Success Snapshots 2.0 repository is 50 MB.

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Once the PPTX gets uploaded, and if you think you have uploaded an incorrect PPTX, click CHANGE PPT, and you will be navigated to the previous screen (Repository screen).

Configure Slides in PPTX

Based on your business requirement, you can now build the slide layouts and can insert Reports, Images, Tokens and Text from Gainsight to the uploaded PPTX.  

  1. Navigate to the Slide on which you want to make edits.
  2. Select the required element on the slide, to configure with the elements/contents from Gainsight. For example elements from Gainsight can be: Reports, Tokens, Images, Text, etc.
    Once you select an element, the EDITOR section appears on the right side of the screen. You will see three elements in the EDITOR Section, namely:
    1. Report
    2. Image
    3. Text (Tokens included)
    4. Success Plan

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Configure Report in PPTX

To configure Report:

  1. Select the required element on the slide.
    Note: The existing information in the selected element will be overridden by the newly selected report, from Gainsight. If you don’t want to lose the existing information, insert the empty placeholders, and use them to insert the required elements from Gainsight.
  2. Click the Report icon, under the EDITOR Section.

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  1. Select the required report from the Select Report dropdown list.
  2. Select the required columns from the Choose columns dropdown list.
  3. Select the Table can overflow checkbox, to allow the records to flow onto the subsequent slides.
    For instance, the selected slide has four elements in it, to accommodate the tabular report in the available space, you can uncheck the Table can overflow checkbox, to avoid floating of records.
  • If you have inserted a tabular report which has a total number of records less than 100, and selected the checkbox to overflow the records, the records will be floated to the subsequent slide, if the current slide couldn’t accommodate the records.
  • If the total number of records in the tabular report exceeds 100, and if you have selected the checkbox to overflow the records, the records will be floated to the subsequent slides, until it reaches 100, and for the remaining records, you will see a hyperlink to the excel file of the report which has all the records.

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  1. Select the Filter data for individual customers checkbox, and then select the Company ID/Account ID field, whichever is applicable, from the Fields dropdown list.  

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To delete an element inserted from Gainsight, select the element and click the delete/trash icon on the upper right corner of the element.

Configure Image in PPTX

To configure Image:

  1. Select the required element on the slide.
  2. Click the Image icon, under the EDITOR Section.
  3. Select an image from the repository, where all the images uploaded until now are stored (OR) You can also upload a new image by clicking UPLOAD IMAGE.

10. Image Report.gif

Configure Tokens and Text in PPTX

To configure Tokens and Text:

  1. Select the required element on the slide.
  2. Click the Text icon, under the EDITOR Section.
  3. Click the Token icon.
  4. Enter the field name you want to tokenize, in the Search menu. For instance, a field name is tokenized at the end of the slide title.
  5. Select the required token from the search results. 

    Note: You can also add the details of the look up fields as Tokens. For example, you can now expand the CSM lookup in the Company object, and select the Name field to add it to Snapshot as a token.

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  1. Select the Text can overflow checkbox, if required to allow the text to overflow out of the element, within the slide.

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You can also format the tokens/text entered in the slides, if you wish to. Success Snapshots 2.0 has the following formatting options:

  • Font: A list of fonts are available under the Font dropdown list. You can select the required font from the Font dropdown list.
  • Font-size: A list of font sizes available under the Font-size dropdown list. You can select the required font-size from the Font-size dropdown list.
  • Styling: You can apply the styles available under Styling section, if required. For example, you can bold, underline, apply bullets, apply list numbering and apply colors using the options under Styling section .
  • Alignment: You can align the token/text as required, using the alignment patterns available under Alignment section.
  • Link: You can hyperlink the text using the Link option. Select the required text and click the Link icon to insert the URL you wish to hyperlink. Click Save.

Note: The newly added token/text will be honored with the format available on the first word of the text in the existing element (Default), if you didn’t modify the style formatting of the token/text.

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Configure Success Plan in PPTX

To Configure Success Plan:

  1. Select the required slide after which you want to add the Success Plan slides.
  2. Click the Add Success Plan dropdown, and select the required checkboxes.

Important: A Success Plan’s information is categorized into 4 sections, namely Summary, Objectives, Tasks and Timeline. You can select the required section based on your business needs.

  1. Click Add.

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The following image shows how the Success Plan’s slides appear in the Success Snapshot template.

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Edit Success Plan Slides

You can customize your success plan Summary slide, using the tokens from Company and CTA Group objects.

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After you add a Success Plan to Success Snapshots 2.0 template and enable the ObjectivesTimeline and Task checkboxes, you will see three Success Plan reports, namely: Objective List, Tasks Details and Timeline Details are created under the Report Builder > System Folder. If you want to customize (Add filters, fields, remove fields, etc.) your Objectives, Tasks and Timeline slides in Success Snapshot, you can do it by editing these reports. 

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Once you have configured the Success Snapshot template, you can also clone or delete and reorder slides, based on your business needs.

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Click the SAVE button on the upper right corner of the screen, once all the required configuration is done.

CSMs can now export the Success Snapshot presentation file, from the C360 page. Refer to Export Success Snapshots 2.0 Presentations for information on how CSMs can export the Success Snapshot presentation from the C360/R360 pages.

Limitation: C360 Usage section is not yet supported.

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